How do I reconcile disbursements for multiple profiles in a shared bank account?

When disbursements are sent to your bank account, the description on your bank statement includes the charitable foundation's name, not Benevity. Donation details can be found in your Reports in the Causes Portal.

If you are using one bank account for multiple profiles in Benevity, the deposit line description in your bank statement will not include other identifying details (for example, nonprofit name) to confirm which profile received each disbursement. This means that you may not be able to locate the corresponding report to a specific bank deposit if you do not have access to that profile. We recommend uploading unique bank accounts to each profile for easier reconciliation.

The other option is to consolidate multiple profiles. If your organization can accept donations through one charitable number/tax ID, such as a school district or the headquarters of a national organization, create projects on that profile for all affiliated causes. You can then request deactivation for all other profiles. This directs donors to the one active profile and its projects when making a donation.

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